Proficio Capital Partners’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-18,899
| Closed | -$317K | – | 280 |
|
|
2020
Q4 | $317K | Buy |
18,899
+785
| +4% | +$13.2K | 0.05% | 137 |
|
|
2020
Q3 | $222K | Sell |
18,114
-332
| -2% | -$4.07K | 0.04% | 155 |
|
|
2020
Q2 | $311K | Buy |
+18,446
| New | +$311K | 0.06% | 120 |
|
|
2019
Q3 | – | Sell |
-1,600
| Closed | -$50K | – | 1348 |
|
|
2019
Q2 | $50K | Buy |
1,600
+87
| +6% | +$2.72K | 0.02% | 380 |
|
|
2019
Q1 | $49K | Sell |
1,513
-163
| -10% | -$5.28K | 0.02% | 352 |
|
|
2018
Q4 | $47K | Sell |
1,676
-1,194
| -42% | -$33.5K | 0.02% | 307 |
|
|
2018
Q3 | $111K | Sell |
2,870
-243
| -8% | -$9.4K | 0.04% | 186 |
|
|
2018
Q2 | $127K | Buy |
3,113
+26
| +0.8% | +$1.06K | 0.05% | 175 |
|
|
2018
Q1 | $107K | Buy |
3,087
+182
| +6% | +$6.31K | 0.03% | 197 |
|
|
2017
Q4 | $107K | Buy |
2,905
+59
| +2% | +$2.17K | 0.03% | 202 |
|
|
2017
Q3 | $100K | Buy |
2,846
+37
| +1% | +$1.3K | 0.04% | 243 |
|
|
2017
Q2 | $92K | Buy |
2,809
+183
| +7% | +$5.99K | 0.04% | 264 |
|
|
2017
Q1 | $84K | Buy |
2,626
+1,724
| +191% | +$55.1K | 0.04% | 274 |
|
|
2016
Q4 | $29K | Buy |
902
+476
| +112% | +$15.3K | 0.01% | 367 |
|
|
2016
Q3 | $12K | Sell |
426
-746
| -64% | -$21K | 0.01% | 547 |
|
|
2016
Q2 | $31K | Buy |
1,172
+956
| +443% | +$25.3K | 0.02% | 354 |
|
|
2016
Q1 | $6K | Sell |
216
-86
| -28% | -$2.39K | 0.01% | 498 |
|
|
2015
Q4 | $8K | Buy |
+302
| New | +$8K | 0.01% | 318 |
|